Trade Promotion Management Tool

A technologically advanced application
for planning and managing trade promotions

Plan, report, and verify the effectiveness
of your trade & marketing activities

What is Comarch Trade Promotion Management?

Comarch Trade Promotion Management is a newly developed tool designed to support companies in the process of planning trade promotions and their budgets.

Not only does it enable you to define long and short-term promotional activities and measure their performance, but it also helps analyse historical data to find new opportunities for improving sales efficiency. 

A flexible and configurable acceptance process, however, allows you to check whether your operations are being carried out in line with predefined business objectives as well as your budget

What are the benefits?

This particular module is part of the Comarch family of solutions for supporting sales and marketing processes, which includes, among others, Comarch Mobile Sales Force - an innovative application available for iOS and Android thanks to which information about defined and approved promotional campaigns can be immediately sent for execution to the sales force. The module can also be integrated with ERP systems to exchange basic data about products and customers, as well as commercial conditions of planned promotions.

Trade promotions & budget planning made easy

Effective planning of trade promotions based on historical data and the latest market trends; Access to all promo activities in one place; Simplified and faster approval process; Integrated reporting features

Improved sales efficiency & data-driven decision-making

Calculation of ROI for each planned promo activity; pre-evaluation and post-evaluation of processes; access to customer’s commercial terms and conditions in the process of setting up the promo activity; access to actuals

Optimization of key business processes at selected points of sale

Automatic creation of promotional conditions in ERP system (integration); change management process for already planned and accepted activities

Key functionalities of Comarch Trade Promotion Management

  1. 01 DEFINING PROMOTIONAL ACTIVITIES
  2. The module allows you to better plan your company’s promotional activities using advanced estimation tools incorporating historical data analysis. Additionally, it enables you to use the “what-if” scenarios (promo price, planned uplift, ROI) so that you can easily compare future promotions with the completed ones.

    The platform allows you to create your own guidelines and define the acceptance workflow. Plus, it guarantees constant monitoring of ROI (Return On Investment) and other KPIs (Key Performance Indicators).
  3. 02 PROMOTIONAL BUSINESS
  4. The budget management feature allows you to create and manage your company’s promotional budgets based on sales, purchases, and the cost of marketing activities.

    Once the budget is set, it can be assigned to a specific promotion, assortment or customer. Also, you can create a unique acceptance workflow for each of your company’s budgets, if necessary.
  5. 03 'WHAT IF' SCENARIOS
  6. "What-if" scenarios can help you better plan your company’s promotional activities. When creating promotional campaigns, the scenarios feature visualizes most probable gains and losses.

    A user can create several scenarios that take into account the most important KPIs and then compare them with each other to assess which one is the most profitable for the company.
  7. 04 DEFINED KPIS
  8. Using our TPM platform, not only will you have access to predefined KPIs, but you will also be able to add your own indicators - ones that meet your business requirements. However, it is extremally important that they are defined correctly as they will become the basis for various promotion analysis processes.

  9. 05 SALES FORECASTING
  10. Comarch Trade Promotion Management platform enables you to create sales targets, monitor trends and implement targets that facilitate the planning process. The application automatically suggests the kind of promotions that should be created and guides the user through this process very intuitively.
  11. 06 PROMO GUIDELINES
  12. The "Guidelines" feature is the first step in validating a promotion. In this initial phase, the person creating promotions must take into account certain restrictions previously imposed by the supervisor, such as the frequency of creating a promotion for a given product or maximum discount set in a “guideline”.
  13. 07 WORKFLOWS
  14. The module allows defining the acceptance process based on roles assigned by the administrator. In addition, you can set up a subscription, so you can be notified of the need to perform the action via e-mail.
  15. 08 SETTLEMENT OF PROMOTIONAL ACTIVITIES
  16. By registering all promotional activities and importing of actuals, you can easily settle every promotional activity. The settlement process can be finished by performing a post-evaluation analysis.
  17. 09 REPORTING AND ANALYSIS
  18. You can create report templates and share them with other users. The easiest way to create a new report is to use OLAP cubes. You can also generate flat reports (standard feature). Automatic report generation, set for a given period of time, can also include sending e-mail notifications about every new report. Plus, it is possible to display the reports on dashboards.
  19. 10 PROMO CALENDAR AND FOCUS INTEGRATION
  20. The calendar view makes managing promotions much easier thanks to its "drag & drop" feature, which allows you to change the dates of the promotion in no time. From this level, you can preview the most important information about the promotions. Thanks to its Master Plan feature, however, you will have the opportunity to compare the current status of promotional campaigns with previously planned activities.

    What is more, our application is integrated with FOCUS - an external service for gathering information about all promotional campaigns on the market - based on the store chains’ promotional leaflets. What this means is that the feature imports information about the store chain’s promotional campaigns into the calendar. 

DEFINING PROMOTIONAL ACTIVITIES

The module allows you to better plan your company’s promotional activities using advanced estimation tools incorporating historical data analysis. Additionally, it enables you to use the “what-if” scenarios (promo price, planned uplift, ROI) so that you can easily compare future promotions with the completed ones.

The platform allows you to create your own guidelines and define the acceptance workflow. Plus, it guarantees constant monitoring of ROI (Return On Investment) and other KPIs (Key Performance Indicators).

PROMOTIONAL BUSINESS

The budget management feature allows you to create and manage your company’s promotional budgets based on sales, purchases, and the cost of marketing activities.

Once the budget is set, it can be assigned to a specific promotion, assortment or customer. Also, you can create a unique acceptance workflow for each of your company’s budgets, if necessary.

'WHAT IF' SCENARIOS

"What-if" scenarios can help you better plan your company’s promotional activities. When creating promotional campaigns, the scenarios feature visualizes most probable gains and losses.

A user can create several scenarios that take into account the most important KPIs and then compare them with each other to assess which one is the most profitable for the company.

DEFINED KPIS

Using our TPM platform, not only will you have access to predefined KPIs, but you will also be able to add your own indicators - ones that meet your business requirements. However, it is extremally important that they are defined correctly as they will become the basis for various promotion analysis processes.

SALES FORECASTING

Comarch Trade Promotion Management platform enables you to create sales targets, monitor trends and implement targets that facilitate the planning process. The application automatically suggests the kind of promotions that should be created and guides the user through this process very intuitively.

PROMO GUIDELINES

The "Guidelines" feature is the first step in validating a promotion. In this initial phase, the person creating promotions must take into account certain restrictions previously imposed by the supervisor, such as the frequency of creating a promotion for a given product or maximum discount set in a “guideline”.

WORKFLOWS

The module allows defining the acceptance process based on roles assigned by the administrator. In addition, you can set up a subscription, so you can be notified of the need to perform the action via e-mail.

SETTLEMENT OF PROMOTIONAL ACTIVITIES

By registering all promotional activities and importing of actuals, you can easily settle every promotional activity. The settlement process can be finished by performing a post-evaluation analysis.

REPORTING AND ANALYSIS

You can create report templates and share them with other users. The easiest way to create a new report is to use OLAP cubes. You can also generate flat reports (standard feature). Automatic report generation, set for a given period of time, can also include sending e-mail notifications about every new report. Plus, it is possible to display the reports on dashboards.

PROMO CALENDAR AND FOCUS INTEGRATION

The calendar view makes managing promotions much easier thanks to its "drag & drop" feature, which allows you to change the dates of the promotion in no time. From this level, you can preview the most important information about the promotions. Thanks to its Master Plan feature, however, you will have the opportunity to compare the current status of promotional campaigns with previously planned activities.

What is more, our application is integrated with FOCUS - an external service for gathering information about all promotional campaigns on the market - based on the store chains’ promotional leaflets. What this means is that the feature imports information about the store chain’s promotional campaigns into the calendar. 

Increase the effectiveness of your trade promotion - Watch the video

Services

HELP DESK

Comarch Helpdesk is the 1st line of support for Comarch SFA system users. Comarch consultants provide telephone support available in 6 languages (EN, DE, PL, UA, RU, FR) - 5 days a week, 8 hours a day.

TECHNICAL SUPPORT

Comarch 2nd line of support provides email support (ticketing system) concerning the installation, configuration and bug fixing.

MOBILE DEVICE SERVICE

Comarch provides additional mobile device services in order to ensure uninterrupted work for mobile users.

TRAINING

Comarch provides system users with professional training sessions. Trainings are carried out by a professional team of consultants from our Training Center.

HOSTING

Comarch Hosting provides a complete IT environment for applications located in one of the Data Center locations. The secure infrastructure and management services guarantee the efficient operation of business applications. Comarch Data Centers are located in Germany (Frankfurt, Dresden) , France (Lille), USA (Chicago), Poland (Cracow, Warsaw).

MOBILE DEVICES SALES

Comarch works with leading hardware suppliers, including mobile device manufacturers like Apple (Comarch is Apple’s Authorised Reseller) and Samsung.

DATA NORMALIZATION AND HARMONIZATION

As part of the implementation of the Online Distribution module, Comarch offers one-time or cyclical normalization and harmonization services for data obtained from distributors / wholesale outlets.

DATA QUALITY VERIFICATION

As part of the implementation of the Online Distribution module, the cyclical verification of data, obtained from distributors/wholesale outlets, is performed by comparing electronic data with hard-copy versions (reports, and lists generated by the distributor).

GEOCOORDINATES FOR EACH POINT OF SALE

As part of the Geomarketing service we provide application sharing geocoordinate assignment to each point of sale.

Our Clients

    More success stories

    Want to learn more – download our materials

    White Paper: How to Modernize Your EDI Effectively

    Leaflet: Data Exchange and Document Management

    White Paper: Getting Ready For Exchanging  e-invoices With Public Administration

    White paper: Let Us Help Your Company to Boost Results

    Tell us your business needs, and we’ll find the perfect product